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REMEMBER THE OHS IN YOUR ESTATE PLANS Paul F. Lambert, Development Director
Estate planning is an important activity in ensuring the financial well being of family members and worthy organizations. The endowment fund of the Oklahoma Historical Society is an important element in the financial stability of the organization, and it will likely become even more important in the future. Members and donors may make direct contributions to the endowment fund while they are living, but, for many, other planned giving options may be more attractive.
A common form of contribution is a bequest in the donor's will. Other popular estate tools are Charitable Gift Annuities and Charitable Remainder Trusts. Through variations of these legal vehicles, individuals or couples may donate funds earmarked for the OHS while living and enjoy a fixed payout for the remainder of their lives. In addition, significant savings on income taxes may be realized. Thus, a gift of $100,000 could earn a guaranteed annual return of 5 to 6 percent to the donor and generate substantial reductions of taxable income. The annual payout to the donor varies according to their age and current and projected market conditions at the time of the donation.
Such annuities and trusts are administered by organizations such as the Oklahoma City Community Foundation. This provides professional management and financial reserves that guarantee the promised lifelong income, and then, upon the death of the donor or donors, place the principal funds in one of the OHS endowment funds.
Potential donors should visit with their financial advisor or CPA to consider the planned giving program that would be most suitable for their situation. I will be pleased to visit with those who may be considering supporting the OHS in this manner by telephone at (405)522-5217 or in person. There is no substitute, however, for a planned giving donor consulting a professional whose sole responsibility is to represent their client's interests. |
A DAY WITH TEDDY ROOSEVELT
Oklahoma History Center July 8, 2010
Are you looking for something to do with your students over the summer? Join us at the Oklahoma History Center for a "bully of a time" with President Theodore Roosevelt on July 8, 2010. View the flyer.
Bring your students and step back in time to 1915 and meet a bully of a president as Teddy Roosevelt dives into his family's experiences in the White House, his adventures as a rancher and cowboy on the Dakota Plains, his experiences in Oklahoma Territory on the great wolf hunt, life in Cuba with the Rough Riders, and more! This program is designed for students having completed 3rd grade.
The Oklahoma History Center will offer programs for students at 10:00 AM and 11:30 AM. Seating is limited and registration is required for your school.
Theodore Roosevelt will be portrayed by Gib Young. Mr. Young is a member of the Theodore Roosevelt Association and the Mt. Rushmore Society. He has portrayed President Roosevelt for 10 years across the country for historical societies, schools, libraries, museums, and more.
For more information or to register your school please contact Jason Harris at jharris@okhistory.org or at (405) 522-0785. |
LUNCH & LEARN: DATING OLD PHOTOGRAPHSOklahoma History Center
June 23, 2010
Learn about your ancestors using clues found in old family photos. Chester  Cowen, Oklahoma Historical Society Photographic Archivist, will share tips for dating historic photographs. Participants are welcome to bring family photos to the program.
The program is June 23, 2010, from 11:30am-1:00pm in the Oklahoma History Center classrooms. There is a $10 fee and lunch is included. Pre-registration is required. To register contact the Oklahoma Historical Society Research Center at (405) 522-5225. |
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Oklahoma Historical Society
800 Nazih Zuhdi Dr.
Oklahoma City, OK
73105
Shelly Crynes, Editor
(405)522-0317 |
| Join Now
One year subscription to The Chronicles of Oklahoma
One year subscription to the newsletter, Mistletoe Leaves
Free admission to OHS Sites and Museums
For a full listing of benefits, download the brochure.
Individual memberships start at just $35. | |
Explore a Society historic site or museum:
7/4 The Fourth at the Fort, 1-3pm, (918)478-4088
6/5 Lawn Social, 5:30 pm, (918)456-2751
7/17 Annual Memorial Service and Friend's Meeting, 10:30am, (918)473-5572
6/2-7/28 Okietales Children's Reading and Storytelling Time,
(405)522-0785
6/23 Lunch & Learn: Dating Old Photographs, 11:30am, (405)522-5225
7/8 A Day with Teddy Roosevelt, student programs 10am & 11:30am, (405)522-0785
7/8 An Evening with Teddy Roosevelt, 7pm, (405)522-0785
6/8 Quilt Block of the Month Class, 6:30pm, (918)762-2513
6/12 Pawnee Bill's Original Wild West Show Series, 7:30pm, (918)762-2513
6/19 Pawnee Bill's Original Wild West Show Series, 7:30pm, (918)762-2513
6/26 Pawnee Bill's Original Wild West Show Series, 7:30pm, (918)762-2513
7/13 Quilt Block of the Month Class, 6:30pm, (918)762-2513
7/3 Heart-2-Heart Tea, (580)765-6108
5/29 Flint-Knapping/ Primitive Knife Exhibit (918)775-2413 |
On the importance of history...
"History repeats itself because no one was listening the first time." Anonymous |
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